All posts by afocke

TARO conversion to schema formatted EAD file complete!

Exciting news! All current TARO repositories have  successfully gone through conversion of their files to schema format, and are now able to submit only schema compliant files.

Thank you to everyone for your work on this effort!

 

Extra special thanks to Minnie Rangel at UT Libraries for helping us through  with her wonderful processing scripts, helpful error reports, and friendly communications.

TARO is better positioned now to move forward with upgrades once we submit our implementation grant request and are funded. We are currently settling some outstanding questions of governance and sustainability, and then plan to submit our implementation grant request in Summer 2018.

Questions?
Contact Amanda Focke, TARO Steering Committee chair 2017

TARO workshop coming up May 2017

Hello fellow TARO folks —

Amy Bowman and I are excited to offer a TARO workshop May 24, 2017,
at the Society of Southwest Archivists annual meeting,
located this year in beautiful Fayetteville, Arkansas.
Watch for registration through the Society of Southwest Archivists, opening soon.

The workshop has a max size of 15 participants, so sign up early if you are interested.
If there is a wait list, we can discuss a Winter offering in a Texas location.

Here is a description:

Introduction to TARO: Encoding and Submitting Finding Aids

Date: Wednesday, May 24

Time: 10.00 am – 5.00 pm (full day) 1.00 – 5.00 pm (half-day)

Cost: $100.00 (full day – price includes box lunch)/$50.00 (half-day)

Location: SSA Conference Hotel (info)

Trainer: Amy Bowman and Amanda Focke

Description:

This workshop will teach the hands-on basic skills needed to participate in TARO, including basic XML familiarity and editing, EAD familiarity, how to upload files to TARO, and troubleshooting. The full day is recommended for those with little or no TARO, EAD, or XML experience. The half-day (afternoon only) is recommended as a refresher for those who might feel rusty and/or have work environment changes which have changed their approach to TARO (such as using collection management software now instead of hand-encoding XML). The workshop is open to anyone but is focused on TARO guidelines and workflows.

This is not an intensive EAD course, or an intensive XML class, but will show the basics to get you started and share resources to help you once you return to your workplace.

_____________________________________________
Would you like a detailed class specifically on EAD/XML?
Amigos is offering such a class live-online (four 2-hr sessions), in March 2017.
Get the details here: http://www.amigos.org/node/3587

All best,
Amanda Focke
Rice University
TARO Steering Committee Chair, 2017

Feedback for governance plan / Nominations for next Steering Committee

Dear TARO representatives,

1.) The TARO Steering Committee is wrapping up its NEH Planning Grant, and would like to take steps to formalize its committee structure while working toward writing an implementation funding grant. Please see the TARO Bridge Governance Plan online here. Comments are welcome and will be accepted through September 30, 2016. Please submit comments to the TARO list or to the current TARO co-chairs, Amy Bowman (a.bowman@austin.utexas.edu) and Amanda Focke (afocke@rice.edu).

2.)
TARO would like your participation in forming the next TARO Steering Committee. To that end we ask for nominations as described in the Bridge Governance plan:
 “Steering Committee members may be nominated until two weeks before an election. Self­-nomination is permitted. Candidates for the Steering Committee will provide brief statements detailing their reasons for running and provide a summary of their qualifications to the Nominating Committee. These statements will be distributed electronically to TARO members at least one week prior to the elections.  For the formal vote in October, each member institution may submit one vote (ballot).”
Nominations accepted (by this online form) until October 7, 2016,
the slate will then be distributed, with online voting opening Friday Oct 21 ending Friday Oct. 28, 2016 (also by an online form).

Thanks so much for offering any feedback on the governance plan and for nominating candidates for the Steering Committee,
TARO co-chairs, Amanda Focke (afocke@rice.edu) and Amy Bowman (a.bowman@austin.utexas..edu)


Current list of steering committee members: https://www.lib.utexas.edu/taro/admin/staff.html

Update on schema conversion Summer 2016

Fellow TARO folks,

We are wrapping up schema conversion for repositories who already create schema-compliant EAD using ArchivesSpace and Archon (known as “Group A”).
Directions for those repositories are online at TARO Today blog (using Archon, and using ArchivesSpace).

We have begun working individually with the hand encoders known as “Group B,” as listed below.
San Jacinto Museum of History was converted last week and the process went smoothly.
Updated instructions for working with TARO-friendly EAD are available here.

Below is the schedule for Group B, with Group C following in early 2017.
Basic info on how the conversion process works and which group each repository is in

Thanks, everyone!
Amanda Focke, TARO Steering Committee co-chair

account repository Conversion Date
sjmh San Jacinto Museum of History (Oxygen) July 12-14
tslac Texas State Library and Archives Commission (Oxygen) July 26-27
swcpc Texas Tech University, (Oxygen) August 2-4
tturb Texas Tech University, Rare Books (Oxygen) August 2-4
ttusw Texas Tech University, Southwest Collection (Oxygen) August 2-4
ttuua Texas Tech University, University Archives (Oxygen) August 2-4
ttuav Texas Tech University, Audio Visual (Oxygen) August 2-4
utlac The University of Texas at Austin. Benson Latin American Collection (Oxygen) August 16-18
utlsc H.J. Lutcher Stark Center, University of Texas at Austin (Notepad++) August 30-Sept 1
uttyler University Archives and Special Collections The University of Texas at Tyler (limbo between Archon/AS) August 30-Sept 1
utsa University of Texas San Antonio (Oxygen) August 30-Sept 1
tsusm Texas State University (Oxygen) Sept 13-Sept 15
dalpub Texas/Dallas History and Archives Division, Dallas Public Library (NoteTab) Sept 13-Sept 15
utlaw Tarlton Law Library, University of Texas at Austin (Oxygen) Sept 13-Sept 15
utmb Truman G. Blocker, Jr. History of Medicine Collections, Moody Medical Library, University of Texas Medical Branch (Oxygen) Sept 27-Sept 29
smu Southern Methodist University (Oxygen) Sept 27-Sept 29
hamtmc Houston Academy of Medicine-Texas Medical Center Library, John P. McGovern Historical Collections and Research Center (Oxygen) Sept 27-Sept 29
apts Austin Presbyterian Theological Seminary (Notepad++) Oct 11-Oct 13
aushc Austin History Center, Austin Public Library (NoteTab) Oct 11-Oct 13
utarl University of Texas Arlington Library, Special Collections (XMetal) Oct 25 – Oct 27
uthrc Harry Ransom Humanities Research Center, University of Texas at Austin(Oxygen) Nov 8 – Nov 10
drtsa Daughters of the Republic of Texas Library at the Alamo (Oxygen) Nov 29 – Dec 1
houpub Houston Public Library, Houston Metropolitan Research Center (limbo between AT/AS) Nov 29 – Dec 1
utcah The University of Texas at Austin. Dolph Briscoe Center for American History (Oxygen) Dec 13 – Dec 15

Summer update on schema conversion progress

Fellow TARO participants,

Here’s an update for you on our schema conversion progress. Generally speaking, the work is going well.

A big thank you to Minnie Rangel at UT Libraries for her work on this! And many thanks to the repositories going through this process with such good cheer. This is an important step forward for TARO.

We had hoped to finish Groups A, B and C before the end of the calendar year. Groups A and B will meet that timeline.
It is looking like Group C will need to be converted in very early 2017.
Which repositories are in which groups and how does this work?

All of our “Group A” repositories (those using software that exports XML such as Archon, ArchivistsToolkit, or ArchivesSpace) have had their existing files converted to schema format. Almost all of them have corrected the very minor errors which popped up.
These repositories are refining their workflows for submitting schema compliant & TARO friendly files now.
ArchivesSpace users are up and running, using the ArchivesSpace guidelines on the TARO Today blog.
We are working on similar how-to info for Archon, ArchivistsToolkit, CuadraStar users, which will then also be published and announced.
(Note: It was discovered that CuadraStar exports dtd-XML, not schema, so they will have a slightly different process.)
All will be keeping in mind the new TARO Standards / Best Practices Guidelines.

Our “Group B” repositories of hand-encoders are starting to be converted now.
These folks using XML editors such as Oxygen and XMetal, or other tools such as Notepad ++, will be making use of the new TARO Standards / Best Practices Guidelines (which also include XML templates, very handy for hand-encoders).

The first to be converted in this group will be:

  • San Jacinto Museum of History – Oxygen users –  July 12-14
  • Texas State Library and Archives Commission – Oxygen users – July 26-27
  • Texas Tech University Southwest Collection/Special Collections Library – Oxygen users – August 2-4
  • The University of Texas at Austin. Benson Latin American Collection – Oxygen users – August 16-18

The remaining Group B repositories are still being scheduled and will be contacted soon individually regarding their proposed dates.
Group C folks will likely be in early 2017.

Stay tuned for updates on this conversion work as the summer goes along, as well as our NEH planning grant final reports coming out later this summer.

schema conversion – ready for Group B

Fellow TARO participants,

It is now time for the “Group B” TARO repositories to be scheduled for conversion to schema compliance.

If any repositories in that group are interested in being scheduled for this work sooner rather than later, please reply to Amanda Focke (afocke@rice.edu) by the end of this week, July 1.

After hearing from repositories, we will post a specific schedule for conversion, and begin working with the first repositories.

Here is the blog post with the year’s schedule and basic info on how this will work.
**Please remember Minnie Rangel at TARO will do the conversion work and each repository will have help and personal attention along the way, ending with the repository having what they need to start submitting schema compliant finding aids.**

Here is the list (from that blog post of the Group B repositories):

Group B: Roughly scheduled for Summer / early Fall

Austin History Center, Austin Public Library (NoteTab)
Austin Presbyterian Theological Seminary (Notepad++)
Daughters of the Republic of Texas Library at the Alamo (Oxygen)
Harry Ransom Humanities Research Center, University of Texas at Austin(Oxygen)
Houston Academy of Medicine-Texas Medical Center Library, John P. McGovern Historical Collections and Research Center (Oxygen)
Houston Public Library, Houston Metropolitan Research Center (limbo between AT/AS)
San Jacinto Museum of History (Oxygen)
Southern Methodist University (Oxygen)
Stark Center, University of Texas at Austin (Notepad++)
Stephen F. Austin University (limbo between Archon/AS)
Tarlton Law Library, University of Texas at Austin (Oxygen)
Texas State Library and Archives Commission (Oxygen)
Texas Tech University Southwest Collection/Special Collections Library (Oxygen)
Texas/Dallas History and Archives Division, Dallas Public Library (NoteTab)
The University of Texas at Austin. Alexander Architectural Archive (Oxygen) –CONVERTED FEB 2016 IN TARO PILOT WORK
The University of Texas at Austin. Benson Latin American Collection (Oxygen)
The University of Texas at Austin. Dolph Briscoe Center for American History (Oxygen)
Truman G. Blocker, Jr. History of Medicine Collections,
Moody Medical Library, University of Texas Medical Branch (Oxygen)
Tyrrell Historical Library (Oxygen) University Archives and Special Collections The University of Texas at Tyler (limbo between Archon/AS)
University of Texas Arlington Library, Special Collections (XMetal)
University of Texas San Antonio (Oxygen)

 

1st draft available for review: TARO schema-compliant encoding guidelines

On behalf of Rebecca Romanchuk and Carla Alvarez, TARO Standards Committee co-chairs, please read the following asking for your feedback on the new schema-compliant encoding guidelines, which will be used by all TARO repositories after each repository is converted to schema compliance later this year.
Please know that doing your conversion, you will have oneonone contact with a TARO volunteer to help you get started submitting finding aids in schema format using these guidelines, but we welcome your feedback on the guidelines now. ___________________________________________________________________________The TARO Standards subcommittee is pleased to announce that we have completed our first draft of the
EAD 2002 Schema Best Practice Guidelines for TARO!

Texas Archival Resources Online (TARO), Texas’ EAD finding aid consortial site – https://www.lib.utexas.edu/taro/, is in the midst of an NEH planning grant to develop improved systems and updated standards for TARO as it achieves sustainability to serve the archival research community into the future. Part of this work is to create new encoding guidelines for TARO repositories that c onform to the EAD 2002 Schema encoding standard, which TARO will complete conversion to in 2016. These best practice guidelines (BPG) are available as a PDF at http://bit.ly/1Wk6p6W. The BPG appendices are a TARO-friendly sample Schema-compliant template for EAD encoding for your use, and an EAD finding aid ex ample. These appendices are also available at the same link as XML files.

We welcome feedback addressing every aspect of our BPG.

Go to http://goo.gl/forms/gaJXiCVtp4 to complete a brief survey to give us your ideas for how the BPG can better address your needs for EAD encoding. The survey is configured to adapt its questions depending on whether your repository is a TARO member, or if you are in Texas and have not yet joined TARO, or if you are outside of Texas and want to give us your general feedback.

Please complete the survey by Friday, June 3, 2016.

If you encode for TARO, we need to hear from you. The BPG, which will be a key tool for TARO participants, offers detailed guidance on creating EAD XML files. Even participants who export XML from software such as ArchivesSpace (and don’t see the raw XML) will need to follow TARO protocols as described in the BPG, such as formatting the <eadid>. You will need to follow the BPG in order to submit your Schema-compliant files to TARO, which each repository will be required to do by the end of 2016.

The co-chairs of the TARO Standards subcommittee extend sincere thanks to its members for their superb contributions to the BPG. Invaluable support has been provided during our drafting process by TARO Steering Committee co-chairs Amanda Focke and Amy Bowman, UT Libraries TARO technical support staff Minnie Rangel, and our NEH planning grant project manager Leigh Grinstead and grant consultant Jodi Allison-Bunnell. We are also grateful to the EAD consortial community at large for the encoding documentation they make available online, in particular Online Archive of California and Archives West, which are models that have guided us.

Cordially,

Carla Alvarez, MA, CA (co-chair – TARO Standards subcommittee)
Rare Books and Manuscripts
Nettie Lee Benson Latin American Collection
University of Texas at Austin

Rebecca Romanchuk, MLIS, CA (co-chair – TARO Standards subcommittee)
Team Lead, Archives / Archivist II
Archives and Information Services
Texas State Library and Archives Commission

TARO Standards subcommittee members:  
Maristella Feustle (UNT-Music Library),
Cynthia Franco (SMU-DeGolyer Library),
Molly Hults (Austin Public Library-Austin History Center),
Benna Vaughan (Baylor University-Texas Collection),
Jeffrey Warner (Rice University-Woodson Research Center).

Reminder: comments due by April15

Friendly reminder! Comments due on this document with TARO’s mission, vision, and more due by April 15. Thanks!

The TARO Steering Committee has worked with Leigh Grinstead, TARO’s NEH Planning Grant Manager, to create the following  collection development document articulating TARO’s purpose, background, mission, vision, audience, project scope, participation criteria and more.

This document is an important beginning step toward formalizing TARO. Additional documents will also be developed, such as TARO Best Practices Guidelines, and we continue to explore organizational issues and new platform options.

We invite you to read this collection development document and send any comments by April 15
to the TARO listserv (taro-lib@utlists.utexas.edu)
or directly to the co-chairs and project manager:

Co-chairs:
Amanda Focke, Rice University, afocke@rice.edu &
Amy Bowman, Briscoe Center for American Studies, a.bowman@austin.utexas.edu

Project Manager for NEH Planning Grant:
Leigh Grinstead, Lyrasis, leigh.grinstead@lyrasis.org
Thanks,
Amanda

Want to see more details such as meeting minutes and more? Go to the TARO wiki.

for public comment – TARO collection development policy

The TARO Steering Committee has worked with Leigh Grinstead, TARO’s NEH Planning Grant Manager, to create the following  collection development document articulating TARO’s purpose, background, mission, vision, audience, project scope, participation criteria and more.

This document is an important beginning step toward formalizing TARO. Additional documents will also be developed, such as TARO Best Practices Guidelines, and we continue to explore organizational issues and new platform options.

We invite you to read this collection development document and send any comments by April 15
to the TARO listserv (taro-lib@utlists.utexas.edu)
or directly to the co-chairs and project manager:

Co-chairs:
Amanda Focke, Rice University, afocke@rice.edu &
Amy Bowman, Briscoe Center for American Studies, a.bowman@austin.utexas.edu

Project Manager for NEH Planning Grant:
Leigh Grinstead, Lyrasis, leigh.grinstead@lyrasis.org
Thanks,
Amanda

Want to see more details such as meeting minutes and more? Go to the TARO wiki.

Schema transition underway – see the year’s rough schedule

TARO repositories have been sorted into three groups for the purposes of working through schema conversion process.

Each repository will be worked with individually to ensure their documentation and training needs are met.

Scroll down to see what to expect and where your repository is grouped, and please know we will be in touch with your repository to discuss this process and the timing.
Questions right now? Contact Amanda Focke

  • Group A – Spring / early Summer 2016: repositories already creating schema compliant XML with software such as ArchivesSpace, ArchivistsToolkit, CuadraStar, Archon.
  • Group B –   Summer – Fall 2016: repositories encoding by hand in XML editor of some sort, significant current staff experience and documentation
  • Group C –  Winter – early 2017: encoding by hand in XML or text editor, little or no current staff experience and documentation

TARO workflow steps for repositories moving to schema compliant XML submissions, 2016

What to expect: Overall, each repository should expect the conversion process to take about a week, with the work happening via a script run by Minnie Rangel, and the repository not having account access during that time. After that, the repository can submit edited or new finding aids as long as they are schema compliant, and guidance will be provided on how to do that.

  1. Scheduling the conversion, repository by repository

Minnie Rangel and Amanda Focke  to schedule conversion with repository at a convenient time.

  1. Blocking repository account access during conversion

Tuesday of the scheduled conversion week, the repository’s account access is blocked by Minnie to prevent any submissions during the conversions.

  1. Schema conversion of existing files at TARO
    Wednesday of the scheduled conversion week, Minnie runs the dtd-to-schema conversion script on the repository’s existing files in TARO. This may take 2-3 days depending on the number and size of the files. (For example, 800 files might take 2-3 days.) At the end of this process, all the XML files on TARO’s server for this repository will be schema compliant and valid, with no need for the repository to take further steps on them, unless there was an error (see below for further info on errors). The HTML webpage for the finding aids that researchers see online will not have changed at all.
  2. Repository to download their dtd files and new schema files for local backup.

Repository will log in to their TARO account in the usual manner as access will have been restored, and use the secure-shell client’s tools to download all their files. The old DTD XML will be in one folder and should no longer be used for current finding aid editing, only as an archived copy. The newly created schema compliant files can be used for editing if needed.

  1. Error correction on schema compliant XML

In the event of any errors, Minnie will supply a list of such errors which will be helpful in correcting them.

  • Please note that the correction of these errors is required but can be done at the convenience of the repository, since the finding aid seen by users is still the HTML as generated by the old DTD file.
  • Advice and troubleshooting will be available from the TARO Outreach and Committee, and possibly other TARO committee members as needed.
  1. Any new or edited XML submitted will need to be schema compliant and valid

Going forward from your conversion, any edits to files, such as for updates to a finding aid, will need to be submitted as a valid schema compliant XML file in order for it to process correctly and show online as HTML. You will be given the documentation and other info needed in order to do this using essentially the same workflow you already have, it is not a huge change.


 

A note about groups — if you think your repository is in the wrong group, or you don’t see your repository at all, please contact Amanda Focke. The groups were made based on survey responses in Fall 2015 or by email / phone in early Spring 2016.

Group A: roughly scheduled for Spring / early Summer

African American Library at the Gregory School (AS)
Baylor University (CuadraStar)
Rice University, Fondren Library, Woodson Research Center (AS)
Texas General Land Office Archives and Records (AT)
Texas A&M Corpus Christi (AS)
Texas A&M University Cushing Memorial Library (Archon)
University of Houston Libraries, Special Collections (Archon) University of North Texas Archives (Archon)
Vietnam Center and Archive, Texas Tech University (AS)

Group B: Roughly scheduled for Summer / early Fall

Austin History Center, Austin Public Library (NoteTab)
Austin Presbyterian Theological Seminary (Notepad++)
Daughters of the Republic of Texas Library at the Alamo (Oxygen) Harry Ransom Humanities Research Center, University of Texas at Austin(Oxygen)
Houston Academy of Medicine-Texas Medical Center Library, John P. McGovern Historical Collections and Research Center (Oxygen) Houston Public Library, Houston Metropolitan Research Center (limbo between AT/AS)
San Jacinto Museum of History (Oxygen)
Southern Methodist University (Oxygen)
Stark Center, University of Texas at Austin (Notepad++)
Stephen F. Austin University (limbo between Archon/AS)
Tarlton Law Library, University of Texas at Austin (Oxygen)
Texas State Library and Archives Commission (Oxygen)
Texas Tech University Southwest Collection/Special Collections Library (Oxygen)
Texas/Dallas History and Archives Division, Dallas Public Library (NoteTab)
Texas State University (Oxygen)
The University of Texas at Austin. Alexander Architectural Archive (Oxygen) –CONVERTED FEB 2016 IN TARO PILOT WORK
The University of Texas at Austin. Benson Latin American Collection (Oxygen)
The University of Texas at Austin. Dolph Briscoe Center for American History (Oxygen)
Truman G. Blocker, Jr. History of Medicine Collections,
Moody Medical Library, University of Texas Medical Branch (Oxygen)
University Archives and Special Collections The University of Texas at Tyler (limbo between Archon/AS)
University of Texas Arlington Library, Special Collections (XMetal)
University of Texas San Antonio (Oxygen)

Group C:  early 2017

Tyrrell Historical Library (Oxygen)
Concordia University Texas Historical Online Collection (Oxygen)
Lamar University’s Archives and Special Collections (NoteTab)
Robert E. Nail, Jr. Historical Archives at Old Jail Art Center (NoteTab)
San Antonio Municipal Archives
South Texas Archives at Texas A&M University-Kingsville (Oxygen)
Texas Woman’s University, the Woman’s Collection (Oxygen)
University of St. Thomas Archives
University of Texas El Paso (Oxygen)
University of Texas M.D. Anderson Cancer Center (Oxygen)
UT Health Science Center San Antonio
UT Human Rights Documentation Initiative